When adding Items into Design Manager, you can assign a markup value to the cost information added. In Design Manager you are able to set specific mark-ups for specific Items or default mark ups for each of the sales Components (Merchandise, Freight, etc.). To add a unit list price that includes a Markup on your Items, follow the steps below:
1. Add or Edit an Item in the Project.
2. Add or Edit the Component in the Item by clicking on the + Add button to add a Component (pricing information), or click on the underlined ref. number to edit an existing one.
3. Be sure that your % Type is set to Markup.
4. Enter the Markup %.
5. Enter your Unit Cost & Quantity.
6. The Sell Price will automatically calculate based on the Cost + Markup.
7. When finished entering the information, click on Save.
8. The Item will show the Components and the Total Estimated Price will include the Cost + Markup. Click Save.
Example of a Proposal showing the Item price of Cost + Markup:
You can set each of your Component types to automatically be set to a Markup % Type, as well as enter a default markup percentage amount. There is an overall company setting for this; however, each Project can also have separate settings.
To set this under your Company settings, click on Settings in the black navigation bar to the left. Then click on the Workflow Settings tile and go to the General tab.
To set this under your Project Settings, go to the Project and click on the Settings tab and then click on the green Advanced/Mark-up button and go to the General tab.
